The war is on between GlobalFoundries and TSMC

Now that GlobalFoundries Inc. has announced its first customer beyond Advanced Micro Devices, it appears that the war is now on with Taiwan Semiconductor Manufacturing Co. Ltd., the world’s largest chip foundry.

A well-known semiconductor industry writer (we are withholding the name to protect the innocent) forwarded the Buzz this story by Xbit Labs that says that TSMC is not afraid of GlobalFoundries although it does expect to lose market share.

There is some interesting talk in the story about a rumor – previously reported by the Buzz – that GlobalFoundries parent Advanced Technology Investment Co. might one day want to acquire Chartered Semiconductor, another leading foundry based in Singapore.